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Sovereign's Capital Management’s CBRE Group CBRE Stock Holding History

Sovereign's Capital Management’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.69M Sell
19,964
-259
-1% -$35.7K 1.8% 24
2026
Q1 		$2.74M Sell
20,223
-850
-4% -$129K 2.02% 20
2025
Q4 		$3.39M Sell
21,073
-2,147
-9% -$338K 2.06% 20
2025
Q3 		$3.66M Sell
23,220
-14,759
-39% -$2.28M 1.99% 22
2025
Q2 		$5.32M Buy
37,979
+3,264
+9% +$413K 2.85% 7
2025
Q1 		$4.54M Buy
34,715
+8,298
+31% +$1.13M 2.7% 6
2024
Q4 		$3.47M Buy
+26,417
New +$3.46M 2.21% 17

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sovereign's Capital Management's CBRE Position: Q2 2026 in Review

Sovereign's Capital Management reduced its CBRE Group (CBRE) stake by 1.3% in Q2 2026, selling an estimated $35.7K and leaving 19,964 shares worth $2.69M. The position accounts for 1.8% of the portfolio, ranked #24.

Sovereign's Capital Management first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.32M in Q2 2025. 1,072 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Sovereign's Capital Management held 19,964 shares of CBRE Group worth $2.69M as of Q2 2026.
  • Sovereign's Capital Management sold 259 CBRE Group shares in Q2 2026, an estimated $35.7K.
  • CBRE Group made up 1.8% of Sovereign's Capital Management's portfolio in Q2 2026, its #24 holding.
  • Sovereign's Capital Management first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • Sovereign's Capital Management's CBRE Group position peaked at $5.32M in Q2 2025.
  • 1,072 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Sovereign's Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.